1 Agent Guide Becoming a producer to provide EyeMed Individual Vision Plans SASid 14 N Parker Dr., Suite 300 Janesville, WI 53545 Fax 1-608-755-7955 Agent Guide v041516 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected] 2 Overview We’re glad to have you! This brief guide will provide useful information for your successful operation as a producer to offer EyeMed Individual vision plans. When you offer EyeMed Individual vision plans to your customers, you or your agency will actually be working with a few different entities. They include: Marketed by EyeMed Vision Care, LLC (Licensed in California as EyeMed Vision Care & Insurance Services, LLC) Underwritten by Fidelity Security Life Insurance Company Administered by First American Administrators and InsuranceTPA.com Producer contracting with SASid, Inc. As a producer you will primarily be working with SASid. However, individual vision policies sold are underwritten by Fidelity Security Life, while the primary brand to customers will be EyeMed. When you apply to become an EyeMed Individual producer, be sure to include all of the following completed forms. Producer instructions and checklist FSL Agent Data Sheet SASid Producer Agreement Copy of current E&O dec page Form for EFT/ACH, voided check, or Credit Card authorization form W-9 form Assignment of commissions form, if needed Direct deposit form (commissions will be deposited monthly) Please note: all producers must be appointed separately for EyeMed Individual and EyeMed commercial business. Agent Guide v092816 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected] 3 Table of Contents Overview ....................................................................................................................2 Contact Information ...................................................................................................4 Producer fees ..............................................................................................................4 Producer Appointment Table – to be completed by applicant ....................................................... 6 Producer fee reimbursement program........................................................................7 Plans and rates ............................................................................................................7 Commissions ..............................................................................................................7 Upon receiving an appointment .................................................................................8 Producer standards .....................................................................................................9 Use of assigned unique URL ......................................................................................................................... 9 Use of logos and brand guidelines ............................................................................................................. 9 Producer renewal appointments ...............................................................................10 EyeMed Individual Agent Guide Producer Signature Page ....................................11 Appendix A – State Appointment Fees ..................................................................12 Agent Guide v092816 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected] 4 Contact Information Get FAQs, submit questions via our email form, and submit documents at: individual.eyemed.com coveredca.eyemed.com/brokers (Covered California program only) SASid 14 N Parker Dr., Janesville, WI 53545 [email protected] Producer fees There are producer fees to become appointed to offer EyeMed Individual vision plans. However, there is also an opportunity to earn back the resident portion of paid fees (see Producer Fee Reimbursement Program section). The producer state appointment fees, charged by states for appointment with Fidelity Security Life Insurance Company (FSL), are listed in the Appendix – State Appointment Fees. Producers are charged the resident state appointment fee for their home state, and non-resident state appointment fees for any other states where appointments are desired. There is also a $35 processing fee. Resident fees plus processing fees are eligible for the Producer Fee Reimbursement Program. See examples 1 through 4, below, for producer fee examples. Producers currently appointed with Fidelity Security Life Insurance Company for selling EyeMed commercial business may only need to pay the processing fee (not the state appointment fee) in the states to be appointed for EyeMed Individual. No additional appointment fees are required if currently appointed state(s) are the same as the state(s) being requested for EyeMed Individual appointment. See example 5 for a producer example. Agent Guide v092816 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected] 5 Example 1: California (CA or Covered California) resident producer State Resident Non-resident appointment fee appointment fee CA $29 N/A Sub-total Processing fee Total due Example 2: NV resident producer, applying to sell in CA (CA or Covered CA) State Resident Non-resident appointment fee appointment fee NV $15 N/A CA N/A $29 Sub-total Processing fee Total due Example 3: NM resident producer, applying to sell in CA (Covered CA) State Resident Non-resident appointment fee appointment fee NM $20 N/A CA N/A $29 Sub-total Processing fee Total due Total $29 $29 $35 $64 Total $15 $29 $44 $35 $79 Total $20 $29 $49 $35 $84 Example 4: CA resident producer, applying to sell in AZ, NV, and OR (NOTE: example only. Appointments currently available only for Covered CA program) State CA AZ NV OR Resident appointment fee $29 N/A N/A N/A Non-resident appointment fee N/A $0 $15 $0 Sub-total Processing fee Total due Total $29 $0 $15 $0 $44 $35 $79 Agent Guide v092816 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected] 6 Example 5: Producer currently appointed with FSL for EyeMed commercial (NOTE: Currently appointed state(s) must match the state(s) being requested for appointment.) State CA Resident appointment fee $0 Non-resident appointment fee na Sub-total Processing fee Total due Total $0 $0 $35 $35 Producer Appointment Table – to be completed by applicant (NOTE: use Appendix A – State Appointment Fees to determine fees.) Check here if producer is currently appointed in the state(s) where producer is applying for appointment with FSL to offer EyeMed Individual. State Resident fee Non-resident fee Sub-total Processing fee Total due $ Total $35 Agent Guide v092816 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected] 7 Producer fee reimbursement program Once appointed, producers may earn back the resident appointment fee plus the processing fee charged. (The producer fee reimbursement program is for producers only; Agencies cannot participate in this program.) To earn back 100% of the resident appointment fee plus the processing fee the following must be achieved: Applications sales goal 15 completed applications Resident appointment fee plus processing fee paid back 100% Reviewed and paid annually on one year anniversary of producer agreement This program is only available in the first 12 months of appointment for producers who pay a resident fee. Currently appointed producers with Fidelity Security Life to provide commercial EyeMed vision care plans, who have only paid the processing fee and fees for non-resident appointments, do not qualify for this reimbursement program. Plans and rates Your customer may choose from one of three vision plans. Overviews of these plans are below. More detail is provided by obtaining a quote on the web site. Bold $10 co-pay $130 allowance 20% off balance $20 co-pay $80 co-pay Bright $10 co-pay $200 allowance 20% off balance $20 co-pay $20 co-pay $0 co-pay $130 allowance 15% off balance Rates are discounted 5% for most annual payments. $0 co-pay $200 allowance 15% off balance Exam Frames Lenses (SV) Lenses (std. progressives) Contacts (conv.) Healthy $0 co-pay 35% off retail $55 $135 15% off retail Commissions New policies 10% Agent Guide v092816 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected] 8 Renewal 10% Upon receiving an appointment Once an appointment is approved (in approximately 14 days after submission of completed forms), each producer will receive a welcome email and a unique url (web address) that must be used when enrolling customers. Any business processed without using this unique url will not count towards the producer production. Agent Guide v092816 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected] 9 Producer standards Use of assigned unique URL We really want to help you provide the best experience with your customers when enrolling them in an EyeMed Individual vision plan. That’s why we’ve taken great care to set up producers with tools that provide great experiences. While we will keep things smooth on our side, we expect producers to use the tools provided to them in a responsible way. That’s why we have a few rules for using the unique urls that are assigned to each producer. To help grow your business We encourage you to place unique urls on agency or personal websites, post it on a blog, social media post, or any other publically accessible digital location. The unique urls may also be used in printed flyers, on business cards, posters, and other physical locations. However, the producer should have control to remove the link whenever necessary. Be aware of these cautions Only producers assigned a unique url link, and their customers, may use the url for the sole purpose of quoting and enrolling individuals in an EyeMed Individual vision plan. Unique urls assigned to producers should not be posted on locations where the producer has no control to remove it if necessary. Unique urls assigned to producers should also not be posted on sites or other locations where illegal or immoral activity is endorsed. Producers assigned a unique url are solely accountable for the way it is used. Use of logos and brand guidelines Sure, whenever producers want to use the EyeMed logo responsibly, they are welcome to do so. Here are the minimum logo and brand guideline rules to be followed. Only EyeMed logos provided on the EyeMed Individual web site may be used. The logos provided must be used in the colors provided; changing logo colors, backgrounds, or any other feature is not permitted. The EyeMed logo should always appear as clearly and consistently as possible. It should never compete with other graphic elements or any sort of visual clutter. Agent Guide v092816 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected] 10 The minimum amount of space surrounding the EyeMed logo should, at minimum, be the width of an “e” in the logo. Logos should never be smaller than 20mm. The larger the logo, the more legible it will be to your readers. “EyeMed” is always written as one word, with a capital “E” and “M,” unless it is referencing a url. The EyeMed logo should not be added to textually or graphically, and never used with a transparent background. Producer renewal appointments Unless notified by the producer, producer renewal appointment fees will be auto-renewed at the prevailing rate for their assigned states, payable by the producer. Renewal appointment fees will be charged via EFT or ACH, or deducted from producer commission payments. Producers who will not be auto-renewed for reasons determined by the insurance company will be contacted. Agent Guide v092816 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected] 11 EyeMed Individual Agent Guide Producer Signature Page I acknowledge and agree that: 1) I have read, understood, and agree with the information and instructions provided in this EyeMed Individual Vision Agent Guide. 2) I understand that EyeMed Vision Care LLC (licensed in California as EyeMed Vision Care & Insurance Services, LLC) markets EyeMed Individual, Fidelity Security Life Insurance Company underwrites the individual policies, First American Administrators and InsuranceTPA.com are administrators, and SASid Inc. handles producer contracting. I further understand that SASid Inc. and InsuranceTPA.com are related companies. 3) This EyeMed Agent Guide is an addendum to the SASid Producer Agreement. Printed name X Signature X Date Note: You are not permitted to submit EyeMed Individual vision plan applications until all licensing and appointment requirements have been submitted and confirmed, you have been contacted in writing by SASid, Inc., and have been provided a unique url for which to submit business. Agent Guide v092816 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected] 12 Appendix A – State Appointment Fees Link back to Producer Fee section. Unless stated otherwise, fees apply to both resident and non-resident agents/agencies appointments. [Table as of 4-13-2016. All fees are subject to change.] State State Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Appointment Fee $40.00 $0 $0 $0 $29 $0 $0 $25 $25 $60 $10 $0 $0 $0 $0 $0 $5 Resident Agent Resident Agency Non-Res Agent Non-Res Agency $20 Resident Agent Resident Agency Non-Res Agent Non-Res Agency $40 $100 $50 $120 $30 $30 $45 $70 Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Appointment Fee $0 $75 $5 $30 $25 $0 $0 $8 $15 $25 $35 $20 $0 $20 $10 $15 $30 $0 $15 $0 $0 Resident $10 Non-Resident $20 $15 $10 $0 $60 $10 $20 $25 Resident $16 Non-Resident $50 $15 Agent Guide v041516 SASid, 14 N Parker Dr., Janesville, WI 53545 [email protected]
© Copyright 2026 Paperzz